Culbertson A N & Co’s Bank of America BAC Stock Holding History

Culbertson A N & Co’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.98M	Sell	81,642 -1,390	-2%	-$71.7K	0.52%	50
2025 Q4	$4.57M	Buy	83,032 +4,180	+5%	+$221K	0.63%	46
2025 Q3	$4.07M	Sell	78,852 -700	-0.9%	-$34.1K	0.58%	47
2025 Q2	$3.76M	Sell	79,552 -3,250	-4%	-$137K	0.58%	48
2025 Q1	$3.46M	Buy	82,802 +625	+0.8%	+$27.9K	0.55%	49
2024 Q4	$3.61M	Sell	82,177 -500	-0.6%	-$22K	0.57%	48
2024 Q3	$3.28M	Sell	82,677 -200	-0.2%	-$8.02K	0.53%	52
2024 Q2	$3.3M	Sell	82,877 -7,100	-8%	-$272K	0.58%	50
2024 Q1	$3.41M	Buy	89,977 +9,525	+12%	+$327K	0.59%	47
2023 Q4	$2.71M	Buy	80,452 +4,065	+5%	+$118K	0.5%	53
2023 Q3	$2.09M	Buy	76,387 +3,950	+5%	+$117K	0.42%	60
2023 Q2	$2.08M	Buy	72,437 +6,950	+11%	+$198K	0.4%	62
2023 Q1	$1.87M	Buy	65,487 +27,065	+70%	+$893K	0.38%	65
2022 Q4	$1.27M	Buy	38,422 +4,701	+14%	+$162K	0.27%	77
2022 Q3	$1.02M	Buy	33,721 +7,345	+28%	+$246K	0.24%	81
2022 Q2	$821K	Buy	26,376 +11,295	+75%	+$407K	0.18%	89
2022 Q1	$621K	Buy	+15,081	New	+$680K	0.12%	97

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Culbertson A N & Co's BAC Position: Q1 2026 in Review

Culbertson A N & Co reduced its Bank of America (BAC) stake by 1.7% in Q1 2026, selling an estimated $71.7K and leaving 81,642 shares worth $3.98M. The position accounts for 0.52% of the portfolio, ranked #50.

Culbertson A N & Co first reported a position in BAC in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.57M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Culbertson A N & Co held 81,642 shares of Bank of America worth $3.98M as of Q1 2026.
Culbertson A N & Co sold 1,390 Bank of America shares in Q1 2026, an estimated $71.7K.
Bank of America made up 0.52% of Culbertson A N & Co's portfolio in Q1 2026, its #50 holding.
Culbertson A N & Co first reported a position in Bank of America in Q1 2022 and has held it in 17 quarters since.
Culbertson A N & Co's Bank of America position peaked at $4.57M in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Culbertson A N & Co's 13F filing for Q1 2026, filed 12 May 2026.